A Century of Active Experience Built into Our Approach
Active Solutions, Global Platform
Backed by more than a century of experience, our active solutions are designed to help clients across the globe invest through changing markets. With the long term always in mind, we’re guided by these principles:
The Evolution of Fixed Income at MFS
MFS pioneered active investing in 1924, and starting in 1970, became one of the first investment firms to actively trade bonds like any other security — providing another path to long-term value for fixed income investors.
bought and held
until bond’s maturity
downgrades the value
of bonds
strategies
first portfolio managers
to trade bonds actively
helping transform bond investing
to better serve investors
of the first women
MFS® Total Return Fund.
Bond Fund, one of the earliest actively
managed bond portfolios.
fixed income, equity,
and quant teams
platform we have today.
2 As of 30-Sept-2025
Our history shows that we are an organization built to evolve with and for investors. Today, we continue to deliver the fixed income solutions our clients need.
“Our global investment platform is a defining attribute of our approach to delivering for clients.”Alex Mackey |
Fixed Income Trust
Fund name (I1 Shares) |
APIR Code |
Benchmark |
Investment approach |
Investment objective |
Bloomberg Global Aggregate Index (AUD Hedged) |
A flexible and adaptable approach to risk allocation seeks to generate attractive long-term risk-adjusted returns. An integrated research approach that strives to identify inefficiencies in global fixed income markets. |
The Trust aims to achieve a total return in excess of the Benchmark, before fees, taxes and expenses, over a full market cycle, by primarily investing in global Debt Instruments. |